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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-11 |
| TN | RA | APPROVED | 2024-01-23 |
Branch Locations
2176 West Street Suite 100, Germantown, TN 38138 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shoemaker Financial Group | Germantown | TN | 11/2023 | Present |
| Fedex Express | Memphis | TN | 05/2017 | Present |
| United States Air Force | Las Vegas | NV | 07/1993 | 07/2017 |
| Miriam'S Tree Of Life, Llc | Germantown | TN | 07/2022 | 06/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2024 | Present |
1. NAME OF OTHER BUSINESS: FEDEX EXPRESS INVESTMENT RELATED: NO ADDRESS: 3066 TOWERING PINES CV, GERMANTOWN, TN 38138 NATURE OF BUSINESS: A LOGISTICS COMPANY START DATE: 5/2017 POSITION/TITLE/RELATIONSHIP: AIRLINE PILOT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: FLY FREIGHT; 2. NAME OF OTHER BUSINESS: SHOEMAKER FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PROVIDE FINANCIAL, INSURANCE, AND INVESTMENT PLANNING START DATE: 11/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR ONCE LICENSED APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL, INSURANCE, AND INVESTMENT PLANNING; 3. NAME OF OTHER BUSINESS: BETH SHOLOM; INVESTMENT RELATED: NO; ADDRESS: 6675 HUMPHREYS BLVD, MEMPHIS, TN 38120; NATURE OF BUSINESS: BOARD; START DATE: 08/2026; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT OF FINANCE/TREASURER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: OVERSEEING THE SYNAGOGUE BUDGET PLANNING AND EXECUTION, LEADS THE BUDGET AND ENDOWMENT COMMITTEES, HELP MAKE DECISIONS ABOUT HOW ENDOWMENT FUNDS ARE INVESTED AND DISTRIBUTED;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-19 |
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